Greenhouse Wealth Management, LLC - Portfolio overview
Greenhouse Wealth Management, LLC has 63 reported holdings in this dataset, with the latest filing dated 2026-04-23.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Communication Services and Technology.
Largest reported holdings by portfolio allocation
- SPY - STATE STR SPDR S&P 500 ETF T, 34.96%
- IVV - ISHARES TR, 8.87%
- VTV - VANGUARD INDEX FDS, 7.75%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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